LPL Financial
IBCP icon

LPL Financial’s Independent Bank Corp IBCP Stock Holding History

LPL Financial’s Portfolio IBCP Stock Details IBCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-23,737
Closed -$510K – 4396
2021
Q3 		$510K Sell
23,737
-917
-4% -$19.1K ﹤0.01% 3196
2021
Q2 		$535K Buy
24,654
+320
+1% +$7.38K ﹤0.01% 3093
2021
Q1 		$575K Buy
+24,334
New +$515K ﹤0.01% 2904
2013
Q3 		– Sell
-10,000
Closed -$63K – 2559
2013
Q2 		$63K Buy
+10,000
New +$70.3K ﹤0.01% 2360

Other funds holding IBCP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPL Financial's IBCP Position: Q4 2021 in Review

LPL Financial sold out of Independent Bank Corp (IBCP) in Q4 2021, closing a stake of 23,737 shares — an estimated $510K sold.

LPL Financial first reported a position in IBCP in Q2 2013 and held it in 4 quarters. The position peaked at $575K in Q1 2021. 127 funds tracked by Wall St. Rank hold IBCP as of Q4 2021.

  • LPL Financial reported no remaining Independent Bank Corp position as of Q4 2021 after selling out during the quarter.
  • LPL Financial sold 23,737 Independent Bank Corp shares in Q4 2021, an estimated $510K.
  • LPL Financial first reported a position in Independent Bank Corp in Q2 2013 and held it in 4 quarters.
  • LPL Financial's Independent Bank Corp position peaked at $575K in Q1 2021.
  • 127 funds tracked by Wall St. Rank held Independent Bank Corp as of Q4 2021.

Based on LPL Financial's 13F filing for Q4 2021, filed 14 Feb 2022.